Waters Parkerson & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Waters Parkerson & Co’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$311K	Sell	442 -248	-36%	-$166K	0.02%	168
2026 Q1	$426K	Hold	690	–	–	0.02%	148
2025 Q4	$416K	Buy	690 +95	+16%	+$56.8K	0.02%	146
2025 Q3	$355K	Hold	595	–	–	0.02%	152
2025 Q2	$337K	Buy	595 +45	+8%	+$24.2K	0.02%	160
2025 Q1	$293K	Buy	+550	New	+$312K	0.02%	161
2022 Q2	–	Sell	-425	Closed	-$208K	–	175
2022 Q1	$208K	Hold	425	–	–	0.01%	174
2021 Q4	$220K	Hold	425	–	–	0.01%	169
2021 Q3	$204K	Hold	425	–	–	0.01%	172
2021 Q2	$209K	Sell	425 -440	-51%	-$217K	0.01%	170
2021 Q1	$412K	Hold	865	–	–	0.03%	134
2020 Q4	$363K	Sell	865 -25	-3%	-$9.63K	0.02%	139
2020 Q3	$302K	Hold	890	–	–	0.02%	136
2020 Q2	$289K	Hold	890	–	–	0.02%	135
2020 Q1	$234K	Hold	890	–	–	0.02%	136
2019 Q4	$334K	Hold	890	–	–	0.03%	128
2019 Q3	$314K	Hold	890	–	–	0.03%	128
2019 Q2	$316K	Hold	890	–	–	0.03%	131
2019 Q1	$307K	Hold	890	–	–	0.03%	130
2018 Q4	$269K	Hold	890	–	–	0.03%	134
2018 Q3	$327K	Hold	890	–	–	0.03%	125
2018 Q2	$316K	Sell	890 -10	-1%	-$3.52K	0.03%	126
2018 Q1	$308K	Sell	900 -215	-19%	-$74.8K	0.03%	134
2017 Q4	$385K	Hold	1,115	–	–	0.03%	121
2017 Q3	$364K	Sell	1,115 -25	-2%	-$7.95K	0.03%	124
2017 Q2	$362K	Hold	1,140	–	–	0.03%	120
2017 Q1	$356K	Sell	1,140 -200	-15%	-$62.1K	0.03%	124
2016 Q4	$404K	Sell	1,340 -163	-11%	-$47.1K	0.04%	117
2016 Q3	$424K	Sell	1,503 -135	-8%	-$38K	0.04%	114
2016 Q2	$446K	Hold	1,638	–	–	0.05%	111
2016 Q1	$430K	Sell	1,638 -120	-7%	-$29.2K	0.05%	114
2015 Q4	$447K	Sell	1,758 -75	-4%	-$19.5K	0.05%	112
2015 Q3	$456K	Sell	1,833 -100	-5%	-$26.5K	0.06%	101
2015 Q2	$528K	Hold	1,933	–	–	0.06%	98
2015 Q1	$536K	Buy	1,933 +88	+5%	+$23.7K	0.06%	100
2014 Q4	$487K	Sell	1,845 -200	-10%	-$51.2K	0.06%	101
2014 Q3	$510K	Sell	2,045 -25	-1%	-$6.42K	0.06%	95
2014 Q2	$539K	Buy	2,070 +490	+31%	+$123K	0.06%	94
2014 Q1	$396K	Buy	1,580 +200	+14%	+$49K	0.05%	107
2013 Q4	$337K	Buy	+1,380	New	+$325K	0.04%	110

Other funds holding MDY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Waters Parkerson & Co's MDY Position: Q2 2026 in Review

Waters Parkerson & Co reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 36% in Q2 2026, selling an estimated $166K and leaving 442 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #168.

Waters Parkerson & Co first reported a position in MDY in Q4 2013 and has held it in 40 quarters since. The position peaked at $539K in Q2 2014. 1,034 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Waters Parkerson & Co held 442 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $311K as of Q2 2026.
Waters Parkerson & Co sold 248 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $166K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Waters Parkerson & Co's portfolio in Q2 2026, its #168 holding.
Waters Parkerson & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 40 quarters since.
Waters Parkerson & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $539K in Q2 2014.
1,034 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.